Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,769 | $101,618+124.1% | $93,063+144.7% | $137,256+65.9% |
| Participation rate | 95.0% | 74.9%+20.1pp | 72.1%+22.9pp | 80.0%+15.0pp |
| Annual return | 15.64% | 223.95%-208.3pp | 34.15%-18.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,848 | $4,279-33.5% | $3,958-28.1% | $6,407-55.6% |
| Admin fee / account holder | $4,641 | $6,198-25.1% | $6,033-23.1% | $12,270-62.2% |